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Portfolio (Quarterly) Guide ↗

North Dakota State Investment Board

· CIK 0002064039
13F Portfolio $2.5B AUM 826 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 826 New
Page 12 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PCAR PACCAR INC Industrials 15,324.0 $1.8M 0.07% NEW $120.12 +5.3%
222 DLR DIGITAL RLTY TR INC Real Estate 10,231.0 $1.8M 0.07% NEW $179.58 +7.0%
223 JBHT HUNT J B TRANS SVCS INC Industrials 6,338.0 $1.8M 0.07% NEW $289.43 -9.0%
224 DAL DELTA AIR LINES INC Industrials 19,392.0 $1.8M 0.07% NEW $93.66 -13.4%
225 SRE SEMPRA Utilities 19,410.0 $1.8M 0.07% NEW $92.71 -8.6%
226 LITE LUMENTUM HLDGS INC Technology 2,094.0 $1.8M 0.07% NEW $858.06 +11.4%
227 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,117.0 $1.8M 0.07% NEW $350.07 -6.9%
228 HPE HEWLETT PACKARD ENTERPRISE C Technology 39,612.0 $1.8M 0.07% NEW $45.11 +20.6%
229 FLEX FLEXTRONICS INTL LTD Technology 10,940.0 $1.8M 0.07% NEW $162.07 -28.9%
230 GWW WW GRAINGER INC Industrials 1,300.0 $1.8M 0.07% NEW $1360.40 -2.9%
231 CTAS CINTAS CORP Industrials 10,223.0 $1.7M 0.07% NEW $170.08 +20.0%
232 D DOMINION ENERGY INC Utilities 25,377.0 $1.7M 0.07% NEW $68.29 -2.6%
233 AJG GALLAGHER ARTHUR J & CO Financial Services 7,541.0 $1.7M 0.07% NEW $229.57 +13.3%
234 HCA HCA HEALTHCARE INC Healthcare 4,400.0 $1.7M 0.07% NEW $389.89 +7.6%
235 CARR CARRIER GLOBAL CORPORATION Industrials 23,345.0 $1.7M 0.07% NEW $73.35 -19.8%
236 ROK ROCKWELL AUTOMATION INC Industrials 3,446.0 $1.7M 0.07% NEW $495.08 -12.5%
237 CTVA CORTEVA INC Basic Materials 20,125.0 $1.7M 0.07% NEW $84.69 -2.7%
238 TRGP TARGA RES CORP Energy 6,316.0 $1.7M 0.07% NEW $268.14 +7.8%
239 O REALTY INCOME CORP Real Estate 27,227.0 $1.7M 0.07% NEW $61.96 -0.3%
240 CAH CARDINAL HEALTH INC Healthcare 7,096.0 $1.7M 0.07% NEW $237.56 -1.0%
Page 12 of 42  ·  826 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Financial Services 10.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 9.6%
Communication Services 7.2%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 2.6%
Real Estate 2.1%